Osberg Family Trust
Osberg Family Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2022. In 2022, it awarded 2 grants totaling $30K. Net investment income was $9.
Key facts about Osberg Family Trust
- EIN
- 94-3067305
- Latest 990 filing
- Form 990-PF, 2022
- Annual giving (2022)
- $30,062
- Grants made (2022)
- 2
- Average grant
- $15,031
- Median grant
- $15,031
- Primary geography
- Rhode Island (50% of itemized 2022 grant dollars)
Data from IRS Form 990-PF, 2022; updated April 2026.
How Osberg Family Trust gives
- In 2022 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Osberg Family Trust
- How to evaluate Osberg Family Trust as a funder
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Financial Overview
From 2022 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$30K
+3657.8% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$15K
+3657.8% YoY
Under IRS private-foundation payout rules, Osberg Family Trust reported a distributable amount of $865 for 2022 — the minimum it must pay out in qualifying distributions.
About Osberg Family Trust
Based on IRS filings
Osberg Family Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2022. In 2022, it awarded 2 grants totaling $30K. Net investment income was $9.
Ready to take the next step with Osberg Family Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2022 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | — | $29,982 | $29,584 |
| Revenue | $104 | $2,275 | $187,174 |
| Expenses | $30,087 | $2,295 | $3,337,771 |
| Qualifying Distributions | $30,087 | $2,295 | — |
| Net Investment Income | $9 | $350 | $163,403 |
| Distributable Amount | $865 | $1,391 | $125,323 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2022
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2022
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2022 grants, the largest recipients include Bank of America Charitable Gift Fund ($15,031), Morgan Stanley Global Impact Funding ($15,031).
| Recipient | Purpose | Amount |
|---|---|---|
| BANK OF AMERICA CHARITABLE GIFT FUND Providence, RI | DAF-MILLER RIVER CHARITABLE | $15,031 |
| MORGAN STANLEY GLOBAL IMPACT FUNDING Purchase, NY | DAF-OSBERG CHARITABLE FUND | $15,031 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2020 IRS filing
From 2022 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Bank of America N a | Co-Trustee | 1 | — |
| Kimberley O Lippman | Co-Trustee | 1 | — |
| John W Osberg | Co-Trustee | 1 | — |
Frequently Asked Questions
Where does Osberg Family Trust operate?
Osberg Family Trust has awarded grants in New York, Rhode Island, Washington.
What size grants does Osberg Family Trust award?
In 2022, Osberg Family Trust awarded 2 grants totaling $30K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Osberg Family Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, Osberg Family Trust reported a distributable amount of $865 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Osberg Family Trust's EIN?
Osberg Family Trust's EIN (Employer Identification Number) is 94-3067305. IRS Form 990 filing data is available on this page for 2020–2022.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.